+33.3%
ACI vs WCN
+122.8%
-89.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +2.3% | +2.6% | -0.3% | +1.4% |
| 30D | +1.2% | +23.9% | -22.7% | -5.3% |
| 3M | +6.8% | +17.4% | -10.6% | +1.6% |
| 6M | -18.7% | +28.0% | -46.7% | -24.6% |
| YTD | -20.2% | +11.6% | -31.8% | -23.2% |
| 1Y | -23.7% | +16.9% | -40.6% | -27.6% |
| 3Y | -31.6% | +51.6% | -83.2% | -40.7% |
| 5Y | -42.8% | +48.0% | -90.7% | -51.1% |
| All | +33.3% | +122.8% | -89.5% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WCN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling